Capital Markets

Company Overview of Starbuck Tisdale & Associates

Company Overview

Starbuck Tisdale & Associates is an asset management arm of First Republic Bank with approximately $1.3 billion in assets under management. The firm primarily provides its services to high net worth individuals. It also manages accounts for banking or thrift institutions, state or municipal government entities, corporations, family trusts, foundation accounts, endowment funds, retirement plans, charitable organizations, pooled investment vehicles, and pension and profit sharing plans. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity and fixed income markets of the United States. The firm primarily invests in growth and va...

Starbuck Tisdale & Associates is an asset management arm of First Republic Bank with approximately $1.3 billion in assets under management. The firm primarily provides its services to high net worth individuals. It also manages accounts for banking or thrift institutions, state or municipal government entities, corporations, family trusts, foundation accounts, endowment funds, retirement plans, charitable organizations, pooled investment vehicles, and pension and profit sharing plans. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity and fixed income markets of the United States. The firm primarily invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. It benchmarks the performance of its equity portfolios against the S&P 500 Index. For its fixed income investments, the firm invests in municipal bonds, U.S. Treasury bills, U.S. Agency notes, and corporate bonds. It benchmarks the performance of its short-term security portfolios against the Salomon Indexes and Lehman Intermediate Government/Credit Indexes. The firm employs a fundamental analysis to make its investments. It utilizes a combination of its equity and fixed income strategies to manage its balanced portfolios. Starbuck Tisdale & Associates was founded in 1933 and is based in Santa Barbara, California with additional offices in Los Angeles, California and San Francisco, California.

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